Rossby Financial, LCC »

Capital Group Conservative E shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Capital Group Conservative E

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All positions including Capital Group Conservative E held by Rossby Financial, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4k 79 30.24
2025-06-30 $1.1k 38 28.61

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Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
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Envestnet Asset Management
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Stifel Financial
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Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
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